11月26日，由天津市宝坻区人民政府主办的"2025宝坻新能源新材料产业发展大会"在天津举行。大会 以"京畿宝地汇新能科创高地启未来"为主题，汇聚政、产、学、研、用、金各界近400位代表，聚焦新 能源新材料领域科创与产业协同，为区域高质量发展注入动力。 会前，嘉宾参观了宝坻区属相关企业产品展示洽谈区，展示洽谈区集中呈现了稀土功能材料、锂电池材 料、风能叶片、固态锂电池等全链条产品及应用场景，彰显宝坻产业生态与技术实力。金风、比亚迪 （002594）、三一、阳光新能源、飞毛腿、中稀天马等龙头企业代表在洽谈中提出前瞻性发展建议。 在成果发布环节，北京理工大学姚莹教授、普钠新能源李鸣、泓原新能源许孝瑜，分别发布电池精细化 拆解设备、新型水系钠离子电池、新一代磷酸锰铁锂正极材料成果，南开大学曾志超副教授分享稀土行 业洞见。 在大会签约环节，天津农学院、天津水科院、中铁二十局等5家单位与宝坻区进行了战略合作签约。京 津中关村科技城、宝坻经济开发区等12家载体单位与20家企业上台签约，协议总投资52.06亿元，项目 涵盖新型膜材料、新型保温材料、新能源装备等领域，展现宝坻吸引新能源新材料产业集聚的实力。 此外，大会表彰杜 ...

天眼查App显示，近日，江西南图新材料有限公司成立，法定代表人为温爱春，注册资本100万人民 币，经营范围为一般项目：新型金属功能材料销售，稀土功能材料销售，金属矿石销售，有色金属合金 销售，电子专用材料销售，高性能有色金属及合金材料销售，非金属矿及制品销售，新材料技术研发， 新材料技术推广服务，磁性材料销售，金属材料销售，新型陶瓷材料销售，专用化学产品销售（不含危 险化学品），技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广，货物进出口，技术进 出口（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

天眼查App显示，近日，内蒙古亿盛鑫新材料科技有限公司成立，法定代表人为王鹏，注册资本100万 人民币，经营范围为一般项目：电子专用材料制造；稀土功能材料销售；有色金属合金制造；化工产品 销售（不含许可类化工产品）；塑料制品销售；新材料技术推广服务；货物进出口；高性能有色金属及 合金材料销售；新型金属功能材料销售。（除依法须经批准的项目外，凭营业执照依法自主开展经营活 动）。 ...

天眼查App显示，近日，佛山市冬景远生态科技有限公司成立，法定代表人为魏佳琛，注册资本5万人 民币，经营范围为一般项目：新材料技术研发；生态环境材料制造；新材料技术推广服务；技术服务、 技术开发、技术咨询、技术交流、技术转让、技术推广；新型陶瓷材料销售；稀土功能材料销售；建筑 材料销售；建筑装饰材料销售；轻质建筑材料销售；保温材料销售；生态环境材料销售；软磁复合材料 销售；3D打印基础材料销售；高性能纤维及复合材料销售；建筑陶瓷制品销售；汽车装饰用品销售； 以自有资金从事投资活动；工程管理服务；高性能密封材料销售；密封用填料销售；建筑废弃物再生技 术研发；互联网销售（除销售需要许可的商品）；耐火材料销售；合成材料销售；货物进出口；技术进 出口。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Insights - The implementation of four action plans has achieved full coverage of 19 iconic industrial chains in Shandong Province, focusing on technological innovation in key industries [1] Group 1: Robotics Industry - The robotics industry will leverage the strategic opportunity of integrating robotics technology with artificial intelligence, focusing on key components, software systems, and complete machine manufacturing [2] - The plan aims to develop advanced servo motors, operating system software, and special robots, while expanding application scenarios across various sectors such as automotive, home appliances, and healthcare [2] - The goal is to create 100 representative benchmark application scenarios, positioning Shandong as a national hub for robotics technology innovation [2] Group 2: Modern Food Industry - The modern food industry will emphasize safety, nutrition, green, and intelligent development, addressing the entire supply chain from raw materials to processing equipment [2] - A technical system will be established for food safety, including traceability, quality control, and green packaging, enhancing consumer safety and satisfaction [2] - The industry aims to create over 100 innovative products, significantly increasing the added value of modern food [2] Group 3: Light Industry and Textiles - The light industry and textiles sector will focus on high-end, green, and intelligent development, enhancing low-carbon production processes and advanced product development [3] - Innovations will include multifunctional advanced fiber products and high-end medical textiles, as well as new paper products for specialized applications [3] Group 4: Modern Metallurgy Industry - The modern metallurgy industry will accelerate the development of high-end raw materials and precision processing technologies, targeting products like ultra-high-strength steel and marine aluminum alloys [3] - The focus will also be on developing frontier materials such as rare earth functional materials and special magnesium and titanium alloys to capture future industry opportunities [3] Group 5: Implementation Measures - The four action plans propose specific measures for promoting innovation resources, building innovation platforms, and ensuring the transformation of scientific achievements [3] - The provincial science and technology department will implement policies to inject new momentum into the construction of a modern industrial system [4]

Group 1: Core Insights - The Shandong provincial government has launched three-year action plans for four key industries: robotics, modern food, light industry and textiles, and modern metallurgy, marking comprehensive coverage of 19 key industrial chains in the province [1][2][3] - The action plans aim to achieve significant technological advancements by 2028, including breakthroughs in over 200 core technologies, the creation of more than 80 original major achievements, and the establishment of over 20 competitive industrial clusters [1] Group 2: Robotics Industry - The robotics industry plan focuses on integrating artificial intelligence with robotics, targeting advanced technologies such as intelligent sensing, human-machine interaction, and embodied intelligence [1] - The initiative aims to develop core products like advanced servo motors, operating system software, and special robots, with a goal of creating 100 benchmark application scenarios in sectors such as automotive, home appliances, transportation, healthcare, cultural tourism, rescue, and mining [1] Group 3: Modern Food Industry - The modern food industry plan emphasizes safety, nutrition, green practices, and intelligence, aiming to build a comprehensive technology system from food raw materials to processing equipment [2] - The plan includes establishing a full-chain traceability and quality control system to enhance food safety and developing over 100 innovative products, such as functional oils and special medical foods, to increase food value and improve public well-being [2] Group 4: Light Industry and Textiles - The light industry and textiles plan promotes high-end, green, and intelligent manufacturing, pushing the industry towards higher value chains [2] - In textiles, the focus is on developing advanced fibers with long-lasting flame retardant and fluorine-free water-repellent properties, as well as high-end medical textiles like artificial blood vessels and medical dressings [2] Group 5: Modern Metallurgy Industry - The modern metallurgy plan aims to enhance high-end supply and meet major national strategic needs by focusing on the research and application of high-end materials [3] - Key products include ultra-high-strength steel, marine aluminum alloys, ultra-thin lithium battery copper foil, and photovoltaic silver paste, with a goal to develop frontier materials such as rare earth functional materials and special magnesium and titanium alloys [3]

Core Viewpoint - Jiangxi Yuexi New Materials Co., Ltd. has been established with a registered capital of 10 million RMB, focusing on rare earth metal smelting and various metal material manufacturing and sales [1] Company Summary - The company is legally represented by Xie Zhenhua [1] - The registered capital is 10 million RMB [1] - The business scope includes rare earth metal smelting, metal materials manufacturing, and sales [1] - Additional activities include iron alloy smelting, steel and iron smelting, and recycling of renewable resources [1] - The company also engages in the processing of metal waste and scrap, production of magnetic materials, and sales of rare earth functional materials [1] Industry Summary - The establishment of Jiangxi Yuexi New Materials Co., Ltd. indicates growth in the rare earth and metal materials industry [1] - The company’s operations encompass a wide range of activities from smelting to technical services and import-export of goods [1] - The focus on rare earth metals aligns with increasing demand in various high-tech applications [1]

天眼查App显示，近日，上海沪星河新材料科技有限公司成立，法定代表人为李卫强，注册资本10万人 民币，经营范围为一般项目：新材料技术推广服务；前沿新材料销售；新材料技术研发；稀土功能材料 销售；表面功能材料销售；专用化学产品销售（不含危险化学品）；石油制品销售（不含危险化学 品）；包装材料及制品销售；合成材料销售；货物进出口；技术进出口；数字技术服务；技术服务、技 术开发、技术咨询、技术交流、技术转让、技术推广；金属材料销售；超材料销售；超导材料销售；非 金属矿及制品销售；新型金属功能材料销售；生物基材料销售；高性能纤维及复合材料销售；广告制 作；广告发布；广告设计、代理。（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Core Viewpoint - The recently released "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development" lays the foundation for China's development from 2026 to 2030, highlighting the importance of a modern industrial system and the solidification of the real economy [1][2]. Modern Industrial System Framework - The plan emphasizes building a modern industrial system as a primary strategic task, focusing on the real economy's critical role in development [2]. - Four major tasks are outlined: optimizing traditional industries, nurturing emerging and future industries, promoting high-quality service sector development, and constructing a modern infrastructure system [2]. Key Areas of the 15th Five-Year Plan - Traditional industries such as mining, metallurgy, and chemicals will undergo quality upgrades, with an estimated market space of around 10 trillion yuan [3]. - Emerging industries will be supported through innovation projects and large-scale applications of new technologies [3]. - Future industries like quantum technology, biotechnology, and nuclear fusion are highlighted for their potential to drive economic growth [9]. Four Major Emerging Pillar Industries - The plan identifies four strategic emerging industries: new energy, new materials, aerospace, and low-altitude economy, which are expected to significantly contribute to the economy in the next five years [2][4]. New Energy - China has established the world's largest and fastest-growing renewable energy system, with wind and solar power capacities leading globally [4]. - The new energy sector is projected to maintain rapid growth, becoming a key economic driver under the "dual carbon" goals [4]. New Materials - The new materials industry supports the development of other emerging sectors and has made significant progress in areas like semiconductor materials and carbon fiber [5][6]. - The focus is on achieving breakthroughs in high-end materials to meet advanced manufacturing needs [6]. Aerospace - The plan emphasizes the role of commercial aerospace, with significant achievements in manned spaceflight and satellite technology [7]. - The commercial aerospace sector is expected to enter a rapid growth phase, driven by national support and market demand [7]. Low-Altitude Economy - The low-altitude economy is recognized as a strategic emerging industry, with rapid development in the drone sector [8]. - This sector is anticipated to become a new growth engine, with applications in logistics and urban air transport [8]. Six Major Future Industries - The plan highlights future industries such as quantum technology, biotechnology, hydrogen energy, brain-computer interfaces, embodied intelligence, and 6G technology, which are expected to foster long-term growth [9]. Quantum Technology - Quantum technology is prioritized for its strategic value, with China leading in quantum communication and making strides in quantum computing [10]. - The sector is expected to transition from research to industrial application, forming new high-tech clusters [10]. Biotechnology - The biotechnology sector is experiencing rapid growth, with innovations in biobased materials and pharmaceuticals [11]. - It is projected to significantly expand by 2030, contributing to a green economy [11]. Hydrogen and Nuclear Fusion Energy - Hydrogen energy is recognized as a key clean energy source, with ongoing advancements in fuel cell technology [13]. - The nuclear fusion sector is still in the experimental stage but is expected to achieve breakthroughs during the 15th Five-Year Plan [13]. Brain-Computer Interfaces - Research in brain-computer interfaces is advancing, with applications in medical rehabilitation [14]. - The technology is expected to progress from experimental to clinical use, driving new technological developments [14]. Embodied Intelligence - The embodied intelligence sector is growing, with significant advancements in robotics and autonomous driving [15]. - This industry is expected to see rapid growth, becoming a crucial driver of manufacturing and digital economy development [15]. Sixth Generation Mobile Communication - 6G technology is anticipated to surpass 5G in speed and connectivity, with global competition underway [16]. - The 15th Five-Year Plan period is critical for establishing a competitive edge in 6G technology, which will support future digital economic innovations [16].

Core Viewpoint - The company has reported significant growth in production and sales across various product categories, driven by strategic management and market responsiveness, leading to a solid foundation for future performance [5][6][8]. Financial Data - The financial report for the third quarter and the first three quarters of 2025 has not been audited, and the company assures the accuracy and completeness of the financial information presented [2][10]. - The company has emphasized the importance of accurate financial reporting and has taken legal responsibility for the information disclosed [1][21]. Non-Recurring Gains and Losses - The company has identified non-recurring gains and losses in accordance with relevant regulations, although specific amounts and details are not provided in the summary [3]. Shareholder Information - The company has reported on the total number of shareholders and the status of major shareholders, although specific figures are not disclosed in the summary [4]. Operational Highlights - The company has focused on enhancing production efficiency and reducing costs, achieving significant year-on-year growth in the production and sales of rare earth products, including a 26.67% increase in rare earth metal production and a 23.50% increase in sales [6][8]. - The company has implemented a comprehensive production management strategy, emphasizing quality and customer-centric approaches, which has led to improved inventory turnover and accounts receivable management [6]. Project Development - Key projects, including the green mining and refining upgrades, are progressing well, with several projects nearing completion or in the early stages of development [7][8]. Research and Innovation - The company has made substantial advancements in research and development, with numerous projects and patents filed, contributing to the enhancement of its technological capabilities and product offerings [8]. Board and Supervisory Meetings - The board and supervisory meetings have approved the third-quarter report and other significant resolutions, ensuring compliance with legal and regulatory requirements [12][25].